| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 24,853 | $1.21M | $1.21M | $6,103.75 | 0.51% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,974 | $340,679.9 | $340,435.81 | -$244.09 | -0.07% |
Brian Ramsay Wealthspan Partners LLC | 15,162 | $750,212.8 | $733,082.7 | -$17,130.1 | -2.28% |
| CB Catherine Bluvol Next Level Private LLC | 9,123 | $452,381.49 | $441,097.05 | -$11,284.44 | -2.49% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,732 | $331,894.26 | $325,492.2 | -$6,402.06 | -1.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,856 | $289,579.2 | $283,137.6 | -$6,441.6 | -2.22% |
Craig Johnsen Fortitude Advisory Group LLC | 4,891 | $241,648.17 | $236,479.85 | -$5,168.32 | -2.14% |
Joseph Gentili Riverview Capital Advisers LLC | 21,013 | $1.02M | $1.02M | $5,503.96 | 0.54% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,244 | $259,433.52 | $253,547.4 | -$5,886.12 | -2.27% |
Shawn Scholz Impact Partnership Wealth, LLC | 62,843 | $3.09M | $3.04M | -$52,039.16 | -1.68% |
Angela Mari Abich Financial Wealth Management LLC | 297 | $14,752 | $14,359.95 | -$392.05 | -2.66% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 95,726 | $4.64M | $4.63M | -$14,846.9 | -0.32% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 9,698 | $467,236 | $468,898.3 | $1,662.3 | 0.36% |
Darren Yoder Dynamic Financial Group | 13,524 | $673,646.66 | $653,885.4 | -$19,761.26 | -2.93% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 32,014 | $1.57M | $1.55M | -$23,411.97 | -1.49% |